Customer Guide

An explanation of the Account Widget from the perspective of your customers.

What is the Account Widget?

The Account Widget is an account management tool for Shopify stores. It provides a single place to manage your account, view orders, track membership, manage wishlists, and more.

Main Features

Login

• Email login: Enter your email to receive a 6-digit verification code. Enter the code to log in.

• Google OAuth: Sign in with your Google account (if enabled).

After login, your session persists, so you stay logged in when you return.

"For You" Tab

Personalized dashboard with:

• Welcome message

• Recently viewed products: Quick access to products you’ve viewed

• Trending products: Popular items based on store activity

• Wishlist preview: Quick view of saved items

• Quick links: Shortcuts to common actions

• Featured content: Merchant-curated content

Sections can be customized or hidden by the merchant.

Membership Tab

For members, view and manage your membership:

• Membership status:

  • Program name and tier

  • Current status (Active, Pending Cancellation, Cancelled)

  • Next billing date and amount

  • End date (if pending cancellation)

• Store credits:

  • Current balance

  • Redeem credits: Generate a discount code from your balance

• Payment history: Recent subscription payments with dates and amounts

• Credit history: Transaction history showing credits earned and redeemed

• Membership actions:

  • Update credit card

  • Cancel membership (with confirmation)

  • Reactivate membership (if pending cancellation)

Clicking the membership as a non-member will redirect to the membership page.

Orders Tab

View and manage your order history:

• Order list:

• Order number and date

• Total price

• Payment status (Paid, Pending, Authorized, etc.)

• Fulfillment status (Fulfilled, Processing, Shipped, Delivered)

• Order details: Click any order to see:

  • Full order information

  • Line items with quantities and prices

  • Shipping address

  • Order status timeline

Profile Tab

Manage your account information:

• Personal information:

  • First name, last name (editable)

  • Email (view only)

  • Phone number (editable)

• Marketing preferences:

  • Email marketing subscription

  • SMS marketing subscription (requires phone number)

• Account information:

  • Customer since date

  • Total orders

• Addresses:

  • View all saved addresses

  • Add new addresses

  • Edit existing addresses

  • Set default address

  • Delete addresses (default address cannot be deleted)

• Logout: Secure logout with confirmation

Wishlist Features

• Wishlist preview: Quick view on the "For You" tab

• Full wishlist view: Browse all saved items with

• Multiple wishlists: Create and manage multiple wishlists

• Manage wishlists: Organize, rename, and delete wishlists

Security Features

• Secure authentication: Email verification or Gmail; paired with Shopify Multipass

• Session management: Automatic session validation

• Data protection: All communications are encrypted

• Privacy controls: Manage marketing preferences

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